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Financial Services Representative
2 months ago
- Process loan documentation and ensure accurate title information
- Communicate with borrowers regarding returned payments and provide timely updates
- Manage loan adjustments and ACH payments on a daily basis
- Assist with loan insurance processes, including renewals, cancellations, and new policies
- Track and pay invoices for loans or lines of credit
- Prepare and deliver monthly reports to stakeholders
- Provide exceptional customer service through inbound calls and inquiries
- Minimum 2 years of experience in a similar role or handling loans
- Associate's degree or equivalent, and/or 4 years of job experience
- Proficiency in Microsoft Office Suite, with strong Excel skills
This is a hybrid role that requires a unique blend of financial expertise and customer service skills.